Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,171 | $90,486-76.6% | $78,676-73.1% | $273,972-92.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.50% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $657 | $3,175-79.3% | $2,850-77.0% | $4,869-86.5% |
| Participant deferral / active EE | $2,832 | $3,901-27.4% | $3,517-19.5% | $5,287-46.4% |
| Admin fee / account holder | $397 | $5,263-92.5% | $4,510-91.2% | $10,133-96.1% |